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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,539 | $98,776-54.9% | $149,745-70.3% | $79,856-44.2% |
| Participation rate | 64.2% | 75.8%-11.6pp | 82.5%-18.3pp | 69.6%-5.5pp |
| Annual return | 25.44% | 27.38%-1.9pp | 276.72%-251.3pp | 31.71%-6.3pp |
| Employer contribution / active EE | $1,391 | $3,217-56.8% | $4,646-70.1% | $2,471-43.7% |
| Participant deferral / active EE | $3,281 | $5,681-42.2% | $6,843-52.1% | $3,741-12.3% |
| Admin fee / account holder | $1,598 | $6,053-73.6% | $9,312-82.8% | $5,306-69.9% |